11 episodes

Since 2003, The Coastal Financial Planning Group has been helping seniors and soon-to-be retirees secure their financial future through sound financial planning and tactical wealth management strategies.

As Wealth Allocation & Distribution specialists we help our clients create a financial decision making process that is designed to help them make stronger financial decisions

Navigating Retirement Rick Durkee

    • Business

Since 2003, The Coastal Financial Planning Group has been helping seniors and soon-to-be retirees secure their financial future through sound financial planning and tactical wealth management strategies.

As Wealth Allocation & Distribution specialists we help our clients create a financial decision making process that is designed to help them make stronger financial decisions

    EP25 - Navigating Retirement - Financial Planning

    EP25 - Navigating Retirement - Financial Planning

    Rick Durkee goes over important questions that you should have answers to about your retirement. How an income allocation plan can help you live a stressfree retirement.

    • 28 min
    EP24 - Navigating Retirement - Longevity Risk

    EP24 - Navigating Retirement - Longevity Risk

    On this episode, we go over the biggest risk in retirement...Longevity Risk. Outliving your money in retirement is the biggest fear for most retirees. The good news is that there are options available that can prevent you from running out of money!

    Listen Live Every Saturday Morning, 8:30 - 9:00, on News Radio 94.3 WSC, Charleston, SC or, On-Demand Right Here!

    • 28 min
    EP23 - Navigating Retirement - Labor Day Special

    EP23 - Navigating Retirement - Labor Day Special

    EP23 - Navigating Retirement - Labor Day Special by Rick Durkee

    • 28 min
    EP22 - Navigating Retirement - How to structure an Income Allocation plan

    EP22 - Navigating Retirement - How to structure an Income Allocation plan

    This episode is dedicated to those who are nearing retirement and need guidance on where to start planning for the next 10-20-30 years of retirement.

    On this program, Rick Durkee from Coastal Financial Planning Group will go over the popular strategy created by David Gaylor...Income Allocation.

    As always if you have any questions or would like to get more information on the topics we talk on this episode, contact us at 843.735.5065

    • 28 min
    EP21 - Navigating Retirement - Financial Markets

    EP21 - Navigating Retirement - Financial Markets

    On this episode, Rick talks about ways to protect your money from market volatility

    • 28 min
    EP21 - Navigating Retirement - The Magic of Retirement Event Part 2

    EP21 - Navigating Retirement - The Magic of Retirement Event Part 2

    On this episode we continue our invitation to the Magic of Retirement Event! if you would like more information please visit our site:

    https://www.cfpgroup.biz/

    • 28 min

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